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HYPOSWISS ADVISORS SA
CRD 157400 · SEC 801-72529
BD DU THEATRE 10, GENEVA, CA, 1204, Switzerland
Phone
+41 22 310 7640
Fax
+41 22 310 7639
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$678.3M
Discretionary AUM
$438.8M
Team
9 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees; ADMINISTRATIVE WORK CHARGED SEPARATELY UPON AGREEMENT W/ CLIENT
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $16.9M |
| High net worth individuals | 118 | $625.7M |
| Corporations/business entities | 22 | $32.8M |
States served
CA, NY, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD